I began my career in commodities brokerage for large institutional investors, and it taught me a lot about capital markets – and myself. Over time I realized I was not fulfilled serving these large entities but instead wanted the more personal connections forged by working with individuals and families. That realization led me to wealth management.
I specialize in portfolio construction across both public and private markets and focus on tailoring investment strategies around where clients are now and their long-term vision of success. I take a thoughtful, layered approach which allows me to build portfolios that aren’t just diversified, but genuinely aligned with the specific role each piece of a client’s wealth is playing in their broader financial picture.
One of the reasons I joined Caprock is our unwavering commitment to putting clients’ interests first. This culture allows us to build strategies based solely on what’s right for each family, a philosophy I believe is fundamental to exceptional wealth management.
